Ideas
Weekly screens from live Intrinsic Terminal data — Graham intrinsic vs price, with 10-year quality context. Educational math, not recommendations.
- Quality compounders trading below Graham Number — week 2026-W43
- Growth names still under Graham Number — week 2026-W42
- Deep-value screen with Graham margin of safety — week 2026-W41
- Quality compounders trading below Graham Number — week 2026-W40
- Growth names still under Graham Number — week 2026-W39
- Deep-value screen with Graham margin of safety — week 2026-W38
- Quality compounders trading below Graham Number — week 2026-W37
- Growth names still under Graham Number — week 2026-W36
- Deep-value screen with Graham margin of safety — week 2026-W35
- Quality compounders trading below Graham Number — week 2026-W34
- Growth names still under Graham Number — week 2026-W33
- Deep-value screen with Graham margin of safety — week 2026-W32
- Quality compounders trading below Graham Number — week 2026-W31
How past Ideas have done
Plain check: if someone had bought at the price we posted, what would that look like at the last close — including any dividends paid since. This week’s new list is left out until tomorrow so results aren’t day-one noise.
Average result
-1.7%
per stock, price + dividends
Up vs down
14 / 25
39 past picks scored
Best so far
RMD +19.8%
including dividends
Worst so far
IESC -32.7%
including dividends
Paid a dividend
5 of 39
cash counted in the return
| Posted | Stock | Price then | Last close | Dividends | Total gain/loss |
|---|---|---|---|---|---|
| 2026-07-28 | CPRT Copart | $30.83 | $29.15 | $0.00 | -5.4% |
| 2026-07-28 | OLLI Ollie's Bargain Outlet Holdings, Inc. | $70.41 | $84.24 | $0.00 | +19.6% |
| 2026-07-28 | MLI MUELLER INDUSTRIES INC | $65.82 | $54.37 | $0.17 | -17.1% |
| 2026-08-09 | SKY Champion Homes, Inc. | $94.66 | $79.25 | $0.00 | -16.3% |
| 2026-08-09 | CHCI Comstock Holding Companies, Inc. | $14.95 | $17.80 | $0.00 | +19.1% |
| 2026-08-09 | RMD ResMed | $211.94 | $253.20 | $0.66 | +19.8% |
| 2026-08-16 | CSV CARRIAGE SERVICES INC | $36.44 | $35.11 | $0.00 | -3.6% |
| 2026-08-16 | PHM PulteGroup | $130.18 | $121.31 | $0.26 | -6.6% |
| 2026-08-16 | RLI RLI CORP | $63.77 | $64.90 | $0.18 | +2.1% |
| 2026-08-23 | PNRG PRIMEENERGY RESOURCES CORP | $212.65 | $218.17 | $0.00 | +2.6% |
| 2026-08-23 | MOH MOLINA HEALTHCARE, INC. | $200.29 | $204.79 | $0.00 | +2.2% |
| 2026-08-23 | GCT GigaCloud Technology Inc | $49.65 | $59.40 | $0.00 | +19.6% |
| 2026-08-30 | FEDU Four Seasons Education (Cayman) Inc. | $9.53 | $10.03 | $0.00 | +5.2% |
| 2026-08-30 | BUSEP FIRST BUSEY CORP /NV/ | $26.08 | $25.16 | $0.00 | -3.5% |
| 2026-08-30 | SFD SMITHFIELD FOODS INC | $21.94 | $18.31 | $0.00 | -16.5% |
| 2026-09-06 | TCMD TACTILE SYSTEMS TECHNOLOGY INC | $21.87 | $23.39 | $0.00 | +7.0% |
| 2026-09-06 | HLI HOULIHAN LOKEY, INC. | $137.11 | $131.21 | $0.00 | -4.3% |
| 2026-09-06 | FHI FEDERATED HERMES, INC. | $62.40 | $56.93 | $0.00 | -8.8% |
| 2026-09-13 | HRMY Harmony Biosciences Holdings, Inc. | $41.52 | $36.83 | $0.00 | -11.3% |
| 2026-09-13 | NVDA Nvidia | $218.29 | $216.00 | $0.00 | -1.0% |
| 2026-09-13 | LGCY Legacy Education Inc. | $10.15 | $10.45 | $0.00 | +3.0% |
| 2026-09-20 | MPTI M-tron Industries, Inc. | $73.47 | $67.66 | $0.00 | -7.9% |
| 2026-09-20 | IESC IES Holdings, Inc. | $322.16 | $216.94 | $0.00 | -32.7% |
| 2026-09-20 | META Meta Platforms | $665.75 | $630.56 | $0.53 | -5.2% |
| 2026-09-27 | SF STIFEL FINANCIAL CORP | $70.35 | $66.52 | $0.00 | -5.4% |
| 2026-09-27 | RUSHA RUSH ENTERPRISES INC \TX\ | $47.97 | $45.36 | $0.00 | -5.4% |
| 2026-09-27 | TSCO TESCO PLC | $32.27 | $32.53 | $0.00 | +0.8% |
| 2026-10-04 | NFLX Netflix | $67.06 | $63.90 | $0.00 | -4.7% |
| 2026-10-04 | IPAR INTERPARFUMS INC | $113.95 | $115.36 | $0.00 | +1.2% |
| 2026-10-04 | LNTH Lantheus Holdings, Inc. | $99.96 | $99.92 | $0.00 | -0.0% |
| 2026-10-11 | LKNCY Luckin Coffee Inc. | $32.80 | $32.24 | $0.00 | -1.7% |
| 2026-10-11 | XPEL XPEL, Inc. | $44.43 | $42.40 | $0.00 | -4.6% |
| 2026-10-11 | PDEX PRO DEX INC | $62.49 | $60.66 | $0.00 | -2.9% |
| 2026-10-18 | ACMR ACM Research, Inc. | $53.10 | $50.96 | $0.00 | -4.0% |
| 2026-10-18 | G Genpact LTD | $37.26 | $40.48 | $0.00 | +8.6% |
| 2026-10-18 | DECK Deckers Brands | $85.71 | $80.37 | $0.00 | -6.2% |
| 2026-10-25 | AMZN Amazon | $248.00 | $249.09 | $0.00 | +0.4% |
| 2026-10-25 | USLM UNITED STATES LIME & MINERALS INC | $111.71 | $109.65 | $0.00 | -1.8% |
| 2026-10-25 | KYIV Kyivstar Group Ltd. | $13.29 | $13.13 | $0.00 | -1.2% |
Total gain/loss uses last closing price plus dividends paid after we posted, versus the price shown on that Idea. Simple equal-weight check — not a live portfolio and not investment advice. Updated 2026-10-27.